Latest Institutional Transactions on Wells Fargo & Company (WFC)
This table provides information on the latest institutional transactions involving Wells Fargo & Company (WFC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-885- 25.14% |
$54K - $70.9K
|
2.64K
$220K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-5.49K- 43.04% |
$335K - $440K
|
7.26K
$606K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
104+ 2.95% |
$6.34K - $8.33K
|
3.63K
$303K
|
|
|
Jul 09, 2025
Q2 2025
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
39+ 0.35% |
$2.38K - $3.12K
|
11.1K
$924K
|
|
|
Jul 09, 2025
Q2 2025
|
Ayrshire Capital Management LLC
|
BUY
|
- |
1.49K+ 40.35% |
$91K - $120K
|
5.19K
$433K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
3.24KNew |
$198K - $260K
|
3.24K
$271K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
231+ 7.9% |
$14.1K - $18.5K
|
3.16K
$263K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-54- 1.82% |
$3.29K - $4.33K
|
2.92K
$243K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-224- 9.17% |
$13.7K - $17.9K
|
2.22K
$185K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
227+ 112.94% |
$13.8K - $18.2K
|
428
$35.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-127- 65.8% |
$7.74K - $10.2K
|
66
$5.51K
|
|
|
Jul 07, 2025
Q2 2025
|
Hedges Asset Management LLC
|
SELL
|
- |
-6K- 25.53% |
$366K - $481K
|
17.5K
$1.46M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
59+ 6.16% |
$3.6K - $4.73K
|
1.02K
$84.8K
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-56- 0.16% |
$3.41K - $4.49K
|
35.2K
$2.93M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-900- 22.92% |
$54.9K - $72.1K
|
3.03K
$252K
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 1.11% |
$61 - $80.1
|
91
$7.59K
|
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-3.82K- 11.43% |
$233K - $306K
|
29.6K
$2.47M
|
|
| Q1 2025 | |||||||
|
Nov 04, 2025
Q1 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
615+ 3.59% |
$41.1K - $50.1K
|
17.8K
$1.48M
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2KNew |
$134K - $163K
|
2K
$167K
|
|
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
5New |
$334 - $407
|
5
$417
|
|
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
SELL
|
- |
-765- 16.77% |
$51.1K - $62.3K
|
3.8K
$317K
|
|
|
Jun 26, 2025
Q1 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
121KNew |
$8.1M - $9.88M
|
121K
$10.1M
|
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
109+ 33.33% |
$7.28K - $8.87K
|
436
$36.4K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
493New |
$32.9K - $40.1K
|
493
$41.1K
|
|
|
May 20, 2025
Q1 2025
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-73K- 15.55% |
$4.87M - $5.94M
|
397K
$33.1M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.66KNew |
$111K - $135K
|
1.66K
$138K
|
|
|
May 15, 2025
Q1 2025
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
5.91KNew |
$395K - $481K
|
5.91K
$493K
|
|
|
May 15, 2025
Q1 2025
|
Kerrisdale Advisers, LLC
Miami, FL |
SELL
|
- |
-10.5K- 54.25% |
$701K - $855K
|
8.85K
$738K
|
|
|
May 15, 2025
Q1 2025
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
24.5K+ 161.3% |
$1.64M - $2M
|
39.7K
$3.32M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
187+ 192.78% |
$12.5K - $15.2K
|
284
$23.7K
|
|
|
May 15, 2025
Q1 2025
|
Bli Banque De Luxembourg Investments
Luxembourg City, N4 |
BUY
|
- |
25KNew |
$1.67M - $2.04M
|
25K
$2.09M
|
|
|
May 15, 2025
Q1 2025
|
Kdt Advisors, LLC
New York, NY |
BUY
|
- |
10KNew |
$668K - $814K
|
10K
$834K
|
|
|
May 15, 2025
Q1 2025
|
Governors Lane LP
New York, NY |
SELL
|
- |
-49K- 20.27% |
$3.27M - $3.99M
|
193K
$16.1M
|
|
|
May 15, 2025
Q1 2025
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-28- 0.21% |
$1.87K - $2.28K
|
13.2K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Kodai Capital Management LP
Chicago, IL |
BUY
|
- |
192K+ 454.49% |
$12.8M - $15.6M
|
234K
$19.5M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
PUT |
600New |
$40.1K - $48.9K
|
600
$50.1K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.34K- 2.16% |
$223K - $272K
|
151K
$12.6M
|
|
|
May 15, 2025
Q1 2025
|
Cove Street Capital, LLC
El Segundo, CA |
SELL
|
- |
-8.13K- 36.7% |
$543K - $662K
|
14K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Symmetry Investments LP
|
BUY
|
PUT |
120KNew |
$8.01M - $9.77M
|
120K
$10M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-140K- 27.28% |
$9.38M - $11.4M
|
374K
$31.2M
|
|
|
May 15, 2025
Q1 2025
|
Moore Capital Management, LP
New York, NY |
SELL
|
- |
-587K- 75.67% |
$39.2M - $47.8M
|
189K
$15.8M
|
|
|
May 15, 2025
Q1 2025
|
Junto Capital Management LP
New York, NY |
SELL
|
- |
-389K- 41.25% |
$26M - $31.7M
|
554K
$46.2M
|
|
|
May 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-7.01K- 61.48% |
$468K - $571K
|
4.39K
$366K
|
|
|
May 15, 2025
Q1 2025
|
Interval Partners, LP
New York, NY |
SELL
|
- |
-120K- 52.44% |
$8.05M - $9.81M
|
109K
$9.11M
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
1.29KNew |
$86.4K - $105K
|
1.29K
$108K
|
|
|
May 15, 2025
Q1 2025
|
Ategra Capital Management, LLC
Vienna, VA |
BUY
|
CALL |
205K+ 2051.0% |
$13.7M - $16.7M
|
215K
$17.9M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
3.85K+ 76.0% |
$257K - $314K
|
8.92K
$744K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
10.8KNew |
$719K - $876K
|
10.8K
$898K
|
|
|
May 15, 2025
Q1 2025
|
Phar Vision Advisers, LLC
Boca Raton, FL |
SELL
|
- |
-3.36K- 51.7% |
$224K - $273K
|
3.14K
$262K
|
|
|
May 15, 2025
Q1 2025
|
Belmont Capital, LLC
|
SELL
|
- |
-52- 0.78% |
$3.47K - $4.23K
|
6.64K
$554K
|
|